RevOps automation with AI
RevOps automation that keeps the CRM clean without a cleanup sprint
Forecasts and reports are only as good as the CRM data under them. We automate enrichment, deduplication, routing, scoring and pipeline hygiene so the data stays trustworthy without a quarterly cleanup project.
Free 30-min call. No pitch, no slides.
A single focused workflow starts in the low four figures.
Built for 60+ companies. See the client list.
Free audit: your automation gaps and AI search visibility
Quick answer
AY Automate builds AI automation for revenue operations: CRM enrichment and deduplication, lead routing and scoring, pipeline hygiene alerts and reporting inputs, with validated and logged writes. A single focused workflow starts in the low four figures.
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What it is
What RevOps automation covers
RevOps owns the process and the data, and spends much of its time repairing both. Duplicate accounts, missing fields, leads routed to the wrong rep, stale opportunities. Each is small. Together they undermine every report.
Automation handles them at the point they occur. New records are enriched and checked for duplicates when they arrive. Leads are scored and routed by rules you set. Opportunities with no activity trigger an alert. Every write goes through validation and is logged, so you can see and undo what changed.
AI helps in the parts rules cannot do: reading emails and call notes, classifying inbound requests, matching messy company names. Rules and code handle the rest, because they are cheaper and easier to audit.
Fit check
Is this the right fit?
Where this wins
RevOps teams spending hours on CRM cleanup
Deduplication, field standardization and enrichment running continuously.
Teams with unclear lead routing
Rules and scoring that send the right lead to the right person quickly.
Leaders who do not trust the pipeline report
Hygiene alerts and consistent inputs, so forecast conversations start from clean data.
When NOT to use this
- There is no agreed sales process. Automating a process nobody agrees on creates arguments faster.
- You expect AI to forecast revenue for you. We improve the inputs, the forecast stays a human judgment.
- Your CRM is being replaced within months. Migrate first, automate after.
How it works
How a RevOps automation project runs
Audit the data first, because automation on top of unmapped fields spreads the mess.
- 01
Data and process audit
Week 1Profile the CRM for duplicates, missing fields and stale records, and map how leads flow today.
DeliverableData quality report and routing map
- 02
Rules and standards
Week 1 to 2Agree field standards, scoring criteria and routing rules with sales and marketing.
DeliverableRules document
- 03
Enrichment and dedupe
Week 2 to 4Build enrichment and deduplication with validation, tested on a copy first.
DeliverableTested pipeline
- 04
Routing, scoring and alerts
Week 4 to 6Turn the agreed rules into live routing, scoring and hygiene alerts.
DeliverableLive routing and alerts
- 05
Monitor and tune
Review the change log and tune rules with the team.
DeliverableMonthly review
Typical timeline
The core loop first, scoped after the audit call
Stack we build with
n8n · TypeScript · Python · Claude · PostgreSQL · Webhooks · Your CRM and marketing tools
How clean is your CRM really?
We profile a sample for duplicates, gaps and stale records and tell you which fixes save the most hours.
Use cases
What RevOps teams automate first
CRM enrichment and updates
Records enriched and leads scored automatically from research and call data.
Inquiry routing
Inquiries scored, routed and followed up in the right language.
Signals into targeting
Visitor signals flow into outbound targeting with no manual step.
First 30 days
What your first 30 days look like
A data quality report and one hygiene flow running on a CRM copy.
Week 1
Data quality report
Duplicates, missing fields and stale records counted, with the biggest sources identified.
Week 2
Rules agreed
Field standards, scoring criteria and routing rules signed off by sales and marketing.
Week 3 to 4
Dedupe and enrichment tested
Run on a copy of the CRM, with every proposed change reviewable.
Day 30
Go-live plan
Which flows go live first and what gets logged and reversible.
Scope
Scope and exclusions
In scope
- Enrichment and deduplication with validation
- Lead scoring and routing rules wired to your CRM
- Pipeline hygiene alerts for stale and incomplete records
- Consistent reporting inputs and field standards
- Audit log of every automated change
Not in scope
- CRM migration or replacement
- Defining your sales process or territories for you
- AI-generated revenue forecasts presented as fact
- Bulk purchase of contact data
Results
Results from comparable work
Achieved results only. Clients that have not agreed to be named are described instead.
Agents do pre-call research, update the CRM and score leads automatically. Research time per prospect dropped and the sales team's conversion rate went up.
Every inquiry is scored and followed up automatically in the right language, and the full journey from inquiry to treatment is tracked in one place.
One engineer sat inside the live product and the outbound tooling at once. Visitor signals now flow straight into outbound targeting with no manual work, and the engineer became a standing part of the product team.
Pricing
How this is priced
We do not sell fixed packages sight unseen. The number depends on how many systems the work touches, and the audit call tells you that number before you commit to anything.
Single workflow
Low four figures
One focused workflow set up in hours, with error handling, retries and monitoring built in from day one.
Full system
Scoped after an audit call
AI steps, monitoring and integrations across several systems, typically four to eight weeks. No template price, because scope drives the cost.
Embedded engineer
From $3K/month
A dedicated engineer building and maintaining the work inside your team, instead of a scoped project.
Next step
Make the pipeline report trustworthy
Book a free audit call and leave with a data quality readout and a scoped first flow.
Book a free audit callFree 30-min call. No pitch, no slides.
Free automation audit
Find what to automate first, and how AI sees you
We read your homepage, detect your tools, and check your Google rankings and AI Overview. You get a score out of 100. Add a work email to unlock automation opportunities matched to your stack.
Use Claude Code, Cursor or Codex? Paste this into your agent
Fetch https://www.ayautomate.com/SKILL.md and follow it: read my repo or website, pick the 2 to 3 manual loops worth automating first, and give me the booking link.
Tell us what your CRM data looks like today
A 30 minute call. Share your CRM, lead flow and biggest data problem, and we tell you what to automate first.
Book a 30min Free Strategy Call
In this call, we'll walk through your project scope, timeline, and goals - so we can both check if we're a fit. No obligation, no slide deck, just a working session.
Don't want a call? Email walid@ayautomate.com
“The team is super fast - sometimes we had to slow them down. We managed to scale the company without investing into hiring.”
Elie Salame
COO, Adstronaut.io
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FAQ
AI automation for RevOps questions
What is RevOps data automation?+
RevOps data automation keeps CRM records accurate without manual cleanup. New records are enriched and checked for duplicates when they arrive, fields are standardized, and stale or incomplete opportunities trigger an alert. Every automated write is validated and logged, so the reports built on the CRM start from data the team trusts.
Can you automate pipeline and outbound reporting for RevOps?+
We automate the inputs those reports read from. Fields and stages are standardized, and stale or incomplete records are flagged before they skew a pipeline or outbound report. The reports stay in your CRM or BI tool. We do not present an AI-generated revenue forecast as fact.
Can AI clean our CRM automatically?+
Most of it, with limits. Duplicates, formats and missing fields can be handled by rules and enrichment. Ambiguous merges go to a person. Every change is logged and can be reviewed.
Do you replace our lead scoring model?+
We implement the criteria you agree on and can add signals from product and site data. We do not claim a model predicts revenue. We show which signals lead to meetings and tune from there.
Which CRM do you support?+
Any CRM with an API, connected with scoped credentials. We work in the CRM you have instead of asking you to move.
What does it cost?+
A single focused workflow starts in the low four figures. Full systems are scoped after an audit call. An embedded engineer starts from $3K/month.
How is this different from hiring a GTM engineer?+
RevOps automation focuses on data quality, routing and reporting. A GTM engineer also builds signals and outbound systems. See the hire a GTM engineer page if you want the full loop.